FPRO vs PSR

AFPRO

BPSR

Measures won4–2FPRO wins · of 6 · 5Y

$10,000 · 5Y$11,398FPRO · PSR $10,999

Lowest cost0.35%PSR · $35 on $10k

Most income2.59%PSR · $259 on $10k

Smallest drop−11.0%FPRO · worst fall in 1Y

Held in common56.5%FPRO and PSR

FPRO

PSR

Fidelity Real Estate Investment ETF · $15MInvesco Active U.S. Real Estate ETF · $58M

+15.3%3 years · per year$15,319 · $15,160+14.9%

+2.7%5 years · per year$11,398 · $10,999+1.9%

0.57%Expense ratio$57 · $35 on $10k · lower wins0.35%

2.38%12-mo yield$238 · $259 on $10k2.59%

−11.0%Worst dropSmaller wins−11.2%

13.9%VolatilityLower wins14.2%

4–2FPRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPRO · PSR

8.6%WELL10.6%

10.4%PLD8.5%

10.5%EQIX7.5%

9.5%AMT6.9%

Held in common56.5%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AFPRO	Fidelity Real Estate Investment ETFRead Desk		0.57%	2.38%	+3.1%	+15.4%	+15.5%	+15.3%	+2.7%	−11.0%	$15M
2	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.59%	+3.1%	+18.7%	+18.9%	+14.9%	+1.9%	−11.2%	$58M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFPRO	Fidelity Real Estate Investment ETFRead Desk		0.57%	2.38%	+3.1%	+15.4%	+15.5%	+15.3%	+2.7%	−11.0%	$15M
2	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.59%	+3.1%	+18.7%	+18.9%	+14.9%	+1.9%	−11.2%	$58M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPRO vs PSR

FPRO

Fidelity Real Estate Investment

$11,398

PSR

Invesco Active U.S. Real Estate

$10,999

MeasureFPROPSR

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield2.38%2.59%

5 years, per year+2.7%+1.9%

3 years, per year+15.3%+14.9%

Worst drop · 1Y−11.0%−11.2%

Volatility · 1Y13.9%14.2%

4–2measures won
FPRO first

56.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FPRO, PSR

Today

56.5%most shared, FPRO and PSR

FPROPSR

FPRO—56.5%

PSR56.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$224most kept, PSR

PSR$259 − $35 = $224

FPRO$238 − $57 = $181

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee